Peter Piccoli (CRD# 4567728) is an Investment Advisor Representative working at Proverbi Capital Advisors, LLC in Melbourne, FL and has over 20 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Proverbi Capital Advisors, LLC | Melbourne, FL | Jul 2021 - Current | 2 |
| Ip Financial Advisory Services, LLC | Charlotte, NC | Mar 2021 - Current | 3 |
| Innovation Partners, LLC | Charlotte, NC | Mar 2021 - Current | 3 |
| Insurance Agency Marketing Services | Melbourne, FL | Sep 2019 - Current | 4 |
| Peter Piccoli, Sole Proprietor | Melbourne, FL | Aug 2014 - Current | 9 |
| Piccoli Financial Group | Melbourne, FL | Aug 2014 - Current | 9 |
| Calton & Associates, Inc. | Melbourne, FL | Aug 2017 - Mar 2021 | 3 |
| Calton & Associates, Inc. | Melbourne, FL | Jul 2017 - Mar 2021 | 3 |
| Investacorp Advisory Services | Miami, FL | Sep 2014 - Aug 2017 | 2 |
| Investacorp Inc. | Miami, FL | Sep 2014 - Jul 2017 | 2 |
| Ameriprise Financial Services Inc. | Viera, FL | Nov 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2004 |
- FL
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$76,086
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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